Westwood Holdings GroupWHG
WHG
About: Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.
Employees: 151
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
10% more capital invested
Capital invested by funds: $68.3M [Q4 2024] → $75M (+$6.73M) [Q1 2025]
1.14% less ownership
Funds ownership: 50.61% [Q4 2024] → 49.47% (-1.14%) [Q1 2025]
2% less funds holding
Funds holding: 51 [Q4 2024] → 50 (-1) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Research analyst outlook
We haven’t received any recent analyst ratings for WHG.
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
Westwood Holdings Group Names Jan Ryan to Its Board of Directors
DALLAS, June 03, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced the appointment of Jan Ryan to its Board of Directors. Based in Austin, Texas, Ms.
Neutral
GlobeNewsWire
1 month ago
Randy A. Bowman Appointed Chairman of the Board at Westwood Holdings Group
DALLAS, May 09, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) (“Westwood”), a publicly traded investment management boutique, trust and wealth services firm, is pleased to announce that Randy A. Bowman has been elected as the new Chairman of its Board of Directors.
Neutral
Seeking Alpha
1 month ago
Westwood Holdings Group, Inc. (WHG) Q1 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q1 2025 Earnings Conference Call April 30, 2025 4:30 PM ET Company Participants Jill Meyer - Corporate Secretory. Brian Casey – CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - Gabelli Operator Good day and thank you for standing by.
Neutral
GlobeNewsWire
1 month ago
Westwood Holdings Group, Inc. Reports First Quarter 2025 Results
Exceptional sales performance drives positive flows in Institutional and Intermediary channels Strategic ETF platform expansion continues with launch of LBRTY Global Equity ETF (NYSE:BFRE) One-year anniversary of Westwood Salient Enhanced Midstream Income (MDST) with an annualized distribution rate of 10.5%
Neutral
GlobeNewsWire
1 month ago
Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI)
DALLAS, April 30, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a boutique asset management, trust and wealth services firm, is pleased to celebrate the one-year anniversary of the Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI) (“WEEI” or the “Fund”). Since its launch, WEEI has gained strong traction among income-seeking investors, delivering on its objective of providing a steady stream of income with an annualized distribution rate of 11.9%1 as of March 28, 2025.
Neutral
GlobeNewsWire
1 month ago
Westwood Holdings Group, Inc. to Host First Quarter 2025 Conference Call/Webcast
DALLAS, April 23, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2025 earnings after the close of the New York Stock Exchange on Wednesday, April 30, 2025. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).
Neutral
GlobeNewsWire
2 months ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
DALLAS, April 02, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) as shown in the table below. This pair of Westwood Exchange-Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
Neutral
GlobeNewsWire
2 months ago
Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index
DALLAS, March 27, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly traded investment management boutique and wealth management firm, today announced the launch of the Westwood LBRTY Global Equity ETF (NYSE: BFRE). The latest Westwood Exchange-Traded-Fund (ETF) offers a distinctive, data-driven approach to global equity investing by seeking to limit exposure to authoritarian regimes while maintaining broad market exposure.
Neutral
GlobeNewsWire
3 months ago
Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors
DALLAS, March 06, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, announced today the appointments of J. Hale Hoak (Hale), who is based in Dallas and Katherine Murray, who is based in Houston, to its Board of Directors.
Neutral
GlobeNewsWire
3 months ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
DALLAS, March 04, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
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